Installing the Base Products

The following explains how to install the base products after downloading the files:

When you sign in as the Site Administrator, Unifier displays the Companies log.

For single tenant and multi tenant environments, Unifier displays the Create option in the Companies log.
For single tenant environment, if the company has already been created, then Unifier disables the Create option in the Companies log.

Click Create and enter the required values as explained in the following table.

When finished, click Create at the bottom of the window.

Unifier:

Creates the company.
Installs the basic configuration installation file.
Note: You can only create one company in a single tenant environment.

The user is required to import the Configuration Packages to the destination environments after the installation of Project Controls and Facilities and Asset Management is completed.

Company Details

In this field:	Do this:
Name	Enter the name of the company.
Short Name	Enter a one-word short name, up to 60 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout Primavera Unifier in place of the company name. (For example, when importing uDesigner-created business processes, and on logs that identify partner companies.)
Currency	Enter the default currency that will be used by the company.
Contact Email	Enter the email address that will be used for all emails sent from the Support link in Unifier.
Licensed Users	Enter the number of users who will be licensed to use the application.
Address Type	Identify the address you are entering, such as Headquarters, Billing Office, or Satellite Office.
Address	Enter the company address.
City	Enter the city for the address.
State/Province	Enter the state or province for the address.
Zip	Enter the zip code for the address.
Country/Region	Enter the country or region for the address.
Admin Login Username	Enter the company administrator's user name. Default is coadmin. This user name will be automatically added to the Company Administrators group. The `coadmin` user, by default, gets all the permissions for the new designs or new modules. Essentially this user that is company administrator will have all the permissions across the company and projects.
Password	Enter the administrator's password.
Confirm Password	Re-enter the password.

Company Administrator

In this field:	Do this:
Admin Login Username	Enter the company administrator's user name. Default is coadmin. This user name will be automatically added to the Company Administrators group. The `coadmin` user, by default, gets all the permissions for the new designs or new modules. Essentially this user that is company administrator will have all the permissions across the company and projects.
Password	Enter the administrator's password.
Confirm Password	Re-enter the password.

In this field:

Do this:

Admin Login Username

Enter the company administrator's user name. Default is coadmin. This user name will be automatically added to the Company Administrators group.

The coadmin user, by default, gets all the permissions for the new designs or new modules. Essentially this user that is company administrator will have all the permissions across the company and projects.

Password

Enter the administrator's password.

Confirm Password

Re-enter the password.

Last Published Tuesday, February 20, 2024